Trust2017 Tri-State

C O N F E R E N C E

R E G I S T R A T I O N

April 24-26, 2017Hilton Garden Inn • Fargo, ND

Monday, April 244:30 pm Registration

5:00 pm Opening Reception in Exhibit Hall

6:30 pm Opening Dinner

7:05 pm “Grounded: Mitigating Disaster Through Strategic Leadership and Effective Decision-Making” David L. Peterson, i7 Strategies, Hahira GA

Disasters are inevitable. No one gets through life without experiencingthem in some form. Are there specific steps you could take now to lessen the negative effects of a disaster yet to come? The answer is a resounding yes! Using his first-person account of a shipwreck, Peterson intersperses a story of adventure with modern examples of business and personal crises we all face. The principles set forth in Grounded will help guide you to exhibit strategic leadership and exemplary decision-making through difficult circumstances.

Tuesday, April 257:15 am Breakfast Buffet in Exhibit Hall

8:15 am Rapid-Fire Roundtables Join us for a fast-paced networking session where you’ll get to know other attendees and discuss current issues and trends.

9:15 am Break in Exhibit Hall

9:45 am “The Developing Political Climate in a Global Economy” H. Cameron Hinds, Wells Fargo Private Bank, Lincoln NE

Global markets have become rightfully focused on political change – not just in the U.S. but across the globe. Politics aside, economic fundamentals will ultimately decide the direction of investments. Hinds will review the current economic outlook along with thoughts on the major asset classes and the potential for investment returns going forward.

10:55 am “Back to Basics: An Analysis of Contemporary Fiduciary Law Issues” Eugene Maloney, Federated Investors, Pittsburgh PA

Litigation risk accompanies fiduciary status. Over the last decade and on an accelerated basis to the present, many banks acting in a fiduciary capacity have been obliged to explain their stewardship of beneficiaries’ assets. In this session, Mr. Maloney will share his 25+ years of experience as an expert on behalf of bank clients who have been sued. His handouts provide a comprehensive and user-friendly compendium of documents that constitute ready advice and guidance for institutions and their counsel that might find themselves in a court of law.

12:00 pm Luncheon and Door Prize Drawings in Exhibit Hall

1:00 pm “The Longer you Live…the Longer you Live, and Other Principles for a Successful Retirement” Sharon Carson, J.P. Morgan Asset Management, New York NY

Explore the factors that influence how long you may live, the history of how life expectancy has changed and what the future might bring in terms of lifespan and health span. This is a vital consideration not only for creating a numeric financial plan but also how those numbers will interact with a “quality of life” plan. Creating the plan you need for the retirement you want, making an informed decision about Social Security and using time to your advantage are some of the other principles for a successful retirement that will be discussed.

2:00 pm Dessert and Final Break with Exhibitors

AGENDAEXHIBITORS

As of March 7, 2017

Artisan Partners

Baird Equity Asset Management

BNY Mellon

Broadridge Financial Solutions

CCH Trust US

Devonshire

EPIC Advisors

Farmers National Company

FCI Advisors

Federated Investors

Fifth Third Bank

FinTech Securities

FIS

INFOVISA

J.P. Morgan

Lazard

MainStreet Advisors

Natixis

Neuberger Berman

North Dakota Community Foundation

Northern Trust

Oppenheimer Funds

Pifer’s Auction & Realty

Principal Funds

Promontory Interfinancial Network

Proxytrust

SJS Investment Services

T. Rowe Price

Trust Management Network

Vanguard

Voya Investment Management

2:30 pm “Midwest Real Estate Values and Trends”

Kevin Pifer, Pifer’s Auction & Realty, Moorhead MN

Join us as the region’s leader provides insight into farm land and cash rent values and trends in the Midwest and Northern Plains. Discover what factors are influencing the land and commodity markets and whether American agriculture is in for more tough years or a rebound.

3:30 pm Break

3:40 pm “Federal Tax Update”

Samuel A. Donaldson, Georgia State University, Atlanta GA

Stay up-to-date with this informative and entertaining recap of important cases, rulings, regulations and legislation from the past 12 months in the federal income, estate, and gift tax laws

4:45 pm Networking Reception followed by Dinner on Your Own

Wednesday, April 267:30 am Continental Breakfast

8:00 am “Estate Tax Portability”

Lester Law, Abbot Downing, Boca Raton FL

Learn about types of trusts you will be seeing in the future with portability; aspects that affect trust officers, including whether there is a duty to make the election; and portability and prenuptials.

9:00 am Break and Time to Check out of Rooms

9:15 am “2017 Retirement Plan Update”

Mike Tschider, American Trust Center, Bismarck ND

This session will focus on regulatory guidance and other legal developments affecting employer-sponsored retirement plans. A review of the status of the DOL fiduciary regulation will occur, along with a look at legislative developments affecting the employer plans market. IRS and DOL guidance affecting the delivery of services to employer plan clients will be discussed. This session will provide a comprehensive overview of important topics and trends affecting the retirement plan business over the last 12 months.

10:20 am “Investing for Income in a Low Yield Environment”

D. Patrick Schumann, FCI Advisors, St. Louis MO

In the wake of the great recession and financial crisis of 2008-2009, the U.S. economy has stabilized and the stock market has more than recovered. Yet, investors focused on income and yield have found it challenging, particularly as central banks have remained accommodative. We will show how investors can utilize high-quality dividend stocks to help achieve their income goals.

11:25 am Luncheon and Closing Keynote:

“Never Give Up! The Survivor Way”

Holly Hoffman, Survivor Nicaragua Finalist, Eureka SD

As we survive life’s challenges, we come face to face with fear and uncertainty. Challenges allow us to step out of comfort zones and push ourselves above and beyond our limitations. How we choose to overcome challenges makes us who we are and strength in times of difficulty proves our character and self-worth. As Hoffman shares her experience of being on a reality show, she encourages attendees to think about how to survive on a daily basis. With six simple words to develop survival skills, you can take on any challenge you face.

1:00 pm Adjourn

HOTEL INFO

REGISTRATION

Hilton Garden Inn4351 17th Ave S, Fargo ND Phone: 701.499.6000

A block of rooms will be held until April 2. Room rate is $119. Please call the hotel directly and ask for the North Dakota Bankers Association room block.

Reserve hotel online:http://bit.ly/2mWTcnv

To Register: Return enclosed form with a check made payable to:

NDBAAttn: RegistrationPO Box 1438Bismarck ND 58502

Questions?Call NDBA’s Dorothy Lick at 701.223.5303

CE CREDIT

The 2017 Trust Conference content has been submitted for continuing education credit with the following organizations:

•CertifiedFinancialPlannerBoard of Standards

•InstituteofCertifiedBankers: CTFA and CRSP

• Minnesota State Board of Continuing Legal Education

• North Dakota Commission for Continuing Legal Education

• North Dakota Insurance Department

• South Dakota Division of Insurance

Sharon Carson, vice president, is a retirement strategist on J.P. Morgan Funds Individual Retirement team with more than twenty years of industry experience. Sharon has a successful track record of synthesizing complex topics including Social Security, healthcare and retirement income investment strategies. Sharon’s unique perspective enables financial advisors to havemore effectiveconversations with their clients who are transitioning to and living in retirement.

Samuel Donaldson, professor of law at Georgia State University, is an academic fellow of the American College of Trust and Estate Counsel and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, Donaldson is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer.

H. Cameron Hinds, MA CFA®, senior vice president and regional chief investment officer, Wells Fargo Private Bank. In his role at Wells Fargo, Hinds leads the region’s investment professionals who offer high net worth individuals a customized comprehensive approach to portfolio management. He has over 29 years of investment management experience.

Holly Hoffman was the last remaining member of the Espada Tribe and the last woman standing on CBS’ “Survivor Nicaragua”. Through that experience and others, Holly was inspired to share her message of positivity, determination and confidence. The author of YourWinner Within, Holly acknowledges that life is made up of challenges and we are oftentimes faced with situations that seem insurmountable.

Lester Law is a managing director in the Naples, FL office of Abbot Downing. Hehas over 25 years of experience as an estate planning lawyer representing ultra-high-net-worth families in private practice and as a national wealth strategist for a largefinancialinstitution.Priortoattendinglaw school, he was a certified publicaccountant with PricewaterhouseCoopers for three years.

Eugene F. Maloney serves as executive vice president of Federated Investors. He joined the company in 1972 and since that time has provided certain legal, technical and management counsel to Federated’s sales divisions. His expertise includes regulatory and legal requirements relating to a bank’s use of mutual funds in both trust and commercial environments. Maloney is an adjunct professor of law at Boston University School of Law.

FinTech pioneer and entrepreneur David L. Peterson is a bestselling author, international speaker, corporate trainer and executive coach. He is a leadership speaker who has walked the walk. He was the founder of Goldleaf Technologies and isnowthechiefstrategicofficerofi7strategies, an independent strategic planningandconsultingfirmforfinancialservices and electronic payment initiatives.

Kevin Pifer is president and founder of Pifer’s Auction and Realty and Pifer’s Land Management. Since its inception in 2000, Pifer’s has sold nearly 500,000 acres of land throughout the region and currently manages 90,000 acres of farm land in Wisconsin, Minnesota, Iowa, North Dakota and South Dakota.

D. Patrick Schumann, CFA, is VP at FCI Advisors, where he is a portfolio manager for institutional and individual clients and member of the equity income committee. Schumann joined FCI in 2012 after serving as director of investments and portfolio manager for Enterprise Trust Company.

Mke Tschider, VP retirement plan services risk manager for American Trust Center, has over 15 years’ experience in the retirement services area in the capacity as on-staff ERISA attorney for retirement plan compliance firmsand trust companies. Mike supports American Trust Center and its external clients in the areas of retirement plan design, IRS and Department of Labor rules, and overall plan fiduciaryresponsibilities to ensure compliance with applicable laws and regulations.

SPEAKERS

Questions? Contact NDBA SVP of Education

Dorothy Lick at 701.223.5303.

NDBAPO Box 1438

Bismarck ND 58502-1438

www.ndba.com

Mail this form with payment to:

North Dakota Bankers Association

Attn: Registration

PO Box 1438

Bismarck ND 58502-1438

Questions?Contact Dorothy Lick at NDBA,

701.223.5303 or dorothy@ndba.com.

REGISTRATIONREGISTRATION

BY APR. 7REGISTRATIONAFTER APR. 7

NUMBER OF REGISTRANTS X FEE

Member (NDBA, SDBA, MBA) $395 $420

Potential Member $595 $630

TOTAL AMOUNT DUE

¨ Please send an invoice.

¨ Check enclosed.

¨ I’d like to pay by credit card. Please contact me.

Tax Disclaimer: Fees include attendance at all sessions, meal functions, and

session materials. The cost for conference meals and breaks included in the fee is

$128. This information is provided for your tax records, in keeping with the IRS 50%

deductible provision under Section 274(n) of the Internal Revenue Code.

Refund Policy: Refund less $50 will be made if requested one week prior to

conference. No refunds after that date. Substitutions allowed any time.

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2017 Tri-StateApril 24–26, 2017

Hilton Garden Inn Fargo, ND

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